SWICA: Digital Quotation Tool

A renowned Swiss insurance company is digitizing the quotation submission process for its corporate health and accident benefits insurance products. The new system replaces manual workflows, improving efficiency and transparency. The solution is built on Mendix (low-code platform) and developed in an agile environment with experts from UX, business analysis (BA), and development.

Key Project Aspects:

• Automation of quotation submissions, replacing manual processes.

• Enhanced efficiency, transparency and compliance in the insurance business.

• Agile implementation in close collaboration with the customer.

Main Responsibilities:

• UX and service design with a strong focus on User-Centered Design (UCD).

• Business analysis & acting as a PO proxy to guide the development.

• Full project lifecycle support, including multiple releases.

• Workshops, user research, requirements engineering, and backlog management.

Methods & Technologies Used:

• Business analysis and requirements engineering.

• User story mapping for structured development.

• Design & Prototyping: Figma, InVision, UX/UI design, hi-fi prototyping.

• Agile & Development Tools: Jira, Confluence, user story mapping.

• User Research & Testing: Usability testing, workshops, UCD process.

Conclusion:

By adopting a User-Centered Design (UCD) approach, the insurance company ensures that the new quotation tool is not only efficient and transparent but also intuitive and user-friendly. Through continuous user research, usability testing, and iterative design, the solution is tailored to meet the actual needs of corporate clients.